How we help
Specialty tax incentives in three major categories
The nation’s premier specialty tax incentive firm. Advising real estate investors, business owners and high-net-worth individuals on how to accelerate wealth.
Investment Property Tax Incentives
Don’t do another real estate transaction without talking to the experts at CORE first.
- Engineered Cost Segregation
- Additional Real Estate Tax Strategies
- The CORExchange Platform
Explore →
Business Tax Credits and Tax Strategies
Most businesses and entrepreneurs are not maximizing advanced credits and strategies.
- Research & Development Tax Credits
- Advanced Tax Strategies for High-Net-Worth Individuals
Explore →
Energy Tax Incentives
The tax code offers deductions and credits to help fuel energy efficiency.
- 179D Energy Study
- Section 45L Tax Credit
- SMART Building Program
Explore →
Who we serve
A platform built for people who are in growth mode
CPAs
The CPA and accountant relationship is the life blood of our firm. We partner with small, mid and large accounting firms nationally, providing a turnkey program to offer specialty tax services to their clients. Proactive, high-value services that increase client cash flow and client retention.
How we work with them →
Real Estate Investors
CORE works with a wide range of commercial and residential real estate owners, investors and developers throughout the country. Our services make a huge impact on ROI, cash flow projections, and the overall value of the property. CORE also partners with real estate brokers and agents to give them a competitive edge while adding tremendous value to the client relationship.
How we work with them →
Innovative Businesses & Entrepreneurs
Only about 30% of US companies that qualify for the research credit are actually claiming it. The bigger the payroll, the bigger the credit. CORE has performed R&D credit studies nationally for over a decade, generating hundreds of millions of dollars in tax savings. CORE also provides innovative tax strategies for high-net-worth individuals.
How we work with them →
Business Owners & High-Income Earners
CORE also helps highly paid business owners and W-2 earners who are seeking innovative tax strategies, looking to reduce taxes and accelerate wealth. CORE has built a team of highly vetted tax strategists for clients who need advanced tax and wealth planning beyond just tax compliance and filing.
How we work with them →
Success projects
Trusted by names you know









A sample of the client list, representing $2.5 billion+ in client savings. Source: coresolutionsgroup.net
Testimonials
In their words
Engage. Connect. Grow.
Refer once. Earn for years. One community for entrepreneurs, CPAs, commercial brokers, real estate professionals, investors, wealth advisors and commercial lenders : one link, one dashboard, one payout system. Develop a simple but lucrative passive income stream by sharing your custom link.


The show
Turn the tax code into a wealth-building machine.
Not another interview podcast. Every show highlights and unpacks how the ultra-wealthy use a wide range of tax, wealth and lifestyle strategies most people never get access to. If you have a story worth telling, the guest chair is open.
- Tax strategies
- More wealth
- Lifestyle freedom
New episodes every other week · 20 to 30 minutes
Latest episodeFoster Financial Story


